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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,058 | $98,766-59.4% | $149,730-73.2% | $79,852-49.8% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.4pp |
| Annual return | 8.93% | 27.43%-18.5pp | 276.70%-267.8pp | 31.72%-22.8pp |
| Employer contribution / active EE | $1,316 | $3,217-59.1% | $4,645-71.7% | $2,471-46.8% |
| Participant deferral / active EE | $1,397 | $5,681-75.4% | $6,843-79.6% | $3,740-62.7% |
| Admin fee / account holder | $393 | $6,052-93.5% | $9,310-95.8% | $5,306-92.6% |